Community Bank
236 hedge funds and large institutions have $1.83B invested in Community Bank in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 27 closing their positions.
141% more call options, than puts
Call options by funds: $994K | Put options by funds: $413K
4% less funds holding
Funds holding: 245 → 236 (-9)
6.17% less ownership
Funds ownership: 77.63% → 71.46% (-6.2%)
13% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 92
15% less capital invested
Capital invested by funds: $2.16B → $1.83B (-$329M)
30% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$10.6M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$5.6M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$5.18M |
| 4 |
Renaissance Technologies
New York
|
+$3.17M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$92.5M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$50.1M |
| 3 |
Millennium Management
New York
|
-$12M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$10.5M |
| 5 |
Goldman Sachs
New York
|
-$7.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HA
251
Harbor Advisors
West Palm Beach,
Florida
| – | -$211K | -4,058 | Closed |
|
|
SCM
252
Steele Capital Management
Dubuque,
Iowa
| – | -$210K | -4,027 | Closed |
|
|
MFG
253
MidWestOne Financial Group
Iowa City,
Iowa
| – | -$208K | -4,000 | Closed |
|
|
ODIJL
254
One Day In July LLC
Burlington,
Vermont
| – | -$208K | -4,000 | Closed |
|
|
AAS
255
Avantax Advisory Services
Dallas,
Texas
| – | -$208K | -3,995 | Closed |
|
|
CGH
256
Crossmark Global Holdings
Houston,
Texas
| – | -$207K | -3,976 | Closed |
|
|
AWS
257
Atria Wealth Solutions
New York
| – | -$206K | -3,962 | Closed |
|
|
RIM
258
Rockbridge Investment Management
Syracuse,
New York
| – | -$167K | -3,210 | Closed |
|
|
EC
259
EntryPoint Capital
New York
| – | -$112K | -2,158 | Closed |
|
|
SO
260
STRS Ohio
Columbus,
Ohio
| – | -$52K | -1,000 | Closed |
|
261
Simplex Trading
Chicago,
Illinois
| – | -$6.86K | -147 | Closed |
|
|
GWS
262
Glassman Wealth Services
Vienna,
Virginia
| – | -$1.56K | -30 | Closed |
|
|
TWP
263
TFO Wealth Partners
Maumee,
Ohio
| – | -$417 | -8 | Closed |
|
CBU Hedge Fund Activity: Q1 2024 in Review
236 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q1 2024, worth a combined $1.83B — down 15% from $2.16B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of CBU and 19 opened new positions — a net loss of 8 holders — while 92 trimmed existing stakes and 80 added.
The largest buyer was BlackRock, adding an estimated $10.6M. The largest seller was Morgan Stanley, cutting an estimated $92.5M.
- 236 institutional investors held Community Bank (CBU) as of Q1 2024, down from 245 in Q4 2023.
- Funds reported $1.83B of Community Bank stock for Q1 2024, down 15% quarter-over-quarter.
- 19 funds opened new Community Bank positions in Q1 2024 and 27 closed out, a net change of -8 holders.
- The largest Community Bank buyer in Q1 2024 was BlackRock, an estimated $10.6M added.
- The largest Community Bank seller in Q1 2024 was Morgan Stanley, an estimated $92.5M sold.
Based on aggregated 13F filings for Q1 2024.